2015-05-07T13:47:11-05:00 2014-06-30 522041603 SQUIRE LEMKIN COMPANY LLP 111 ROCKVILLE PIKE SUITE 475 ROCKVILLE MD 20850 990 2013-07-01 201832991 IVYMOUNT FOUNDATION INC IVYM 3014690223 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 GARY N AIKEN TREASURER 3014690223 2015-05-01 1 NANCY JOHNSON P01593478 3014246800 2013 2016-02-25 16:41:14Z GARY N AIKEN 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 5085614 0 X WWW.IVYMOUNT.ORG X 2004 MD THE IVYMOUNT FOUNDATION BROADLY SUPPORTS EDUCATIONAL AND THERAPEUTIC PROGRAMS, FACULTY ENRICHMENT, AND CAPITAL PROJECTS THAT MAXIMIZE THE LEARNING ENVIRONMENT FOR STUDENTS WITH DISABILITIES, INCLUDING AUTISM AND INTELLECTUAL AND LEARNING DISABILITIES. 17 17 0 31 0 0 942025 383941 0 0 48190 192909 324469 16256 1314684 593106 182212 128255 0 0 0 0 0 0 8450 222280 171773 404492 300028 910192 293078 3677909 4196229 184291 196253 3493618 3999976 THE IVYMOUNT FOUNDATION BROADLY SUPPORTS EDUCATIONAL AND THERAPEUTIC PROGRAMS, FACULTY ENRICHMENT, AND CAPITAL PROJECTS THAT MAXIMIZE THE LEARNING ENVIRONMENT FOR STUDENTS WITH DISABILITIES, INCLUDING AUTISM AND INTELLECTUAL AND LEARNING DISABILITIES. 0 0 128255 128255 THE IVYMOUNT FOUNDATION BROADLY SUPPORTS EDUCATIONAL AND THERAPEUTIC PROGRAMS, FACULTY ENRICHMENT, AND CAPITAL PROJECTS THAT MAXIMIZE THE LEARNING ENVIRONMENT FOR STUDENTS WITH DISABILITIES, INCLUDING AUTISM AND INTELLECTUAL AND LEARNING DISABILITIES. 128255 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 MD X LEE-NADINE OPPENHEIM 3014690223 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 X JONATHAN CUTLER PRESIDENT EMERITUS 2.00 X X 0 0 0 JOANNA SILVER PRESIDENT 4.00 X X 0 0 0 GARY N AIKEN TREASURER 4.00 X X 0 0 0 LENORE GLADSTONE SECRETARY 2.00 X X 0 0 0 SUZANNE DAVIS TRUSTEE 2.00 X 0 0 0 STEPHANIE DESIBOUR TRUSTEE 2.00 X 0 0 0 PRISCILLA HUFFMAN TRUSTEE 2.00 X 0 0 0 LYNNE DONER LOTENBERG TRUSTEE 2.00 X 0 0 0 J TIMOTHY MCCANN TRUSTEE 2.00 X 0 0 0 MEAGHAN MCGRATH SUTTON TRUSTEE 2.00 X 0 0 0 KELLY MCVEARRY TRUSTEE 2.00 X 0 0 0 MATHEW ADLER TRUSTEE 2.00 X 0 0 0 JUSTIN CONNOR TRUSTEE 2.00 X 0 0 0 EDI DOR TRUSTEE 2.00 X 0 0 0 ROBERT E WANERMAN VICE PRESIDENT 2.00 X 0 0 0 MOLLY WHALEN DIRECTOR OF DEVELOPMENT 2.00 X 0 0 0 GERARD MCLOUGHLIN IVYMOUNT CORPORATION REPRESENTATIVE 2.00 X 0 0 0 JAN WINTROL IVYMOUNT CORPORATION REPRESENTATIVE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 383941 20598 383941 62228 62228 4615542 4484861 130681 130681 130681 23895 7647 16248 16248 OTHER INCOME 900099 8 8 8 593106 130689 0 78476 128255 128255 100000 100000 13650 13650 25499 25499 11818 11818 3030 3030 5527 5527 FUNDRAISING EXPENSE 8450 8450 MISCELLANEOUS 2804 2804 DUES & LICENSES 995 995 300028 128255 163323 8450 275531 148994 907673 393220 7875 32494 2486830 3621521 3677909 4196229 12295 4882 171996 155786 35585 184291 196253 X 1967328 2419073 1526290 1580903 3493618 3999976 3677909 4196229 293078 213280 0 X 0 1 X 1 0 X 180668 450325 413998 942025 383941 2370957 180668 450325 413998 942025 383941 2370957 45816 2325141 -60253 76166 81237 48190 192909 338249 2709206 667470 0.85820 0.87490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 806386 213280 213280 593106 0 593106 300028 0 300028 0 300028 PART X, LINE 2: THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS, AND HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. MADDUX 10TH ANNIVERSARY 23895 23895 7647 23895 23895 7647 7647 16248 0 IVYMOUNT SCHOOL INC 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 521195527 501(C)(3) 28255 FISCAL YEAR 2014 TULL GRANT PAYMENTS TO STAFF IVYMOUNT OUTREACH PROGRAMS 11614 SEVEN LOCKS ROAD ROCKVILLE MD 20854 201833005 501(C)(3) 100000 FISCAL YEAR 2015 PROGRAM DEVELOPMENT GRANT 2 FORM 990, PART VI, SECTION A, LINE 3 IVYMOUNT SCHOOL, INC. PROVIDES MANAGEMENT SERVICES SUCH AS BUSINESS, ACCOUNTING, AND MARKETING FOR IVYMOUNT FOUNDATION. FORM 990, PART VI, SECTION A, LINE 4 THE IVYMOUNT FOUNDATION, INC. UPDATED IT'S BYLAWS IN NOVEMBER 2013, SPECIFICALLY THE SECTION DISCUSSING THE BOARD OF DIRECTORS IN REGARD TO THE NEWLY ESTABLISHED IVYMOUNT CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER AND MANAGEMENT REVIEW THE 990. FORM 990, PART VI, SECTION B, LINE 12C IF THE BOARD HAS REASON TO BELIEVE THAT AN INTERESTED PARTY HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, IT SHALL INFORM THE PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD THE PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PARTY AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD DETERMINES THAT THE INTERESTED PARTY HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, UP TO DISMISSAL FROM THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.